Track Multi-Step Web Forms
Multi-step web forms break user input across multiple pages or stages. To capture all lead details, you need to ensure each form step retains and passes field data to the final submission page. This process ensures that WhatConverts receives complete lead information.
Set Up Multi-Step Form Tracking
To ensure WhatConverts tracks all fields across a multi-step form:
- Confirm that the WhatConverts tracking script is installed on your website header. The script must be active on all pages containing form steps.
- Enable data persistence between form steps. Each form step must carry forward all previously entered field values to the next step.
- Pass data through hidden fields or scripts:
- Multi-page forms: Pass values from earlier steps using hidden input fields or URL query parameters.
- JavaScript or AJAX forms: Use session storage or a global JavaScript object to persist field data until final submission.
- Ensure all form data appears in the final submission. WhatConverts can only capture fields that exist on the final submission event. Confirm all field values from earlier steps are included in the final form payload (whether visible or hidden).
- Test the full form sequence. Complete the form from start to finish and confirm the lead appears in WhatConverts with all expected data.
Note: If any fields are missing from the lead, verify that your form builder or script correctly passes those values through each step.
If fields from earlier steps don't appear in WhatConverts:
- Go to "Lead Manager" and find the incomplete lead.
- Click "View Lead" and check which fields are missing.
- Return to your form and inspect the final submission page source code.
- Verify that missing fields exist as hidden inputs or in the JavaScript payload on the final step.
- Update your form configuration to include those fields in the final submission.
Tip: Most form builders (like Gravity Forms, Typeform, or HubSpot) handle multi-step data persistence automatically. If you're using custom code, you'll need to manually configure field persistence.
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